Vice President, Index Customer Solutions

As a client facing member of the Index and Investment Solutions team at Forge, you will be responsible for driving growth, retention, and the commercialization strategy for Forge's private indexing capabilities. Your role will involve identifying and engaging early adopters, leading index research and development, implementing index commercialization strategies, and gaining a deep understanding of Forge's index and derived product offerings. Additionally, you will serve as the index subject matter expert for internal stakeholders and external clients, partnering with various teams to ensure alignment with best practices and regulatory requirements. If you have a strong background in index research and development, a client-facing experience, and a passion for shaping the future of private markets, we would love to hear from you.

• Identify and engage early adopters, including established index providers, asset managers, structured product/sell-side desks, and data providers.
• Lead and manage index research & development and help identify partnership opportunities.
• Develop and implement index commercialization strategy, lead discussions with prospects, customers, and strategic partners, and collaborate and obtain buy-ins from internal stakeholders.
• Gain a deep understanding of Forge's index and derived product offerings to help drive product roadmap by capturing feedback from clients and prospects.
• Understand client's investment process, needs, and use cases to better assist with the ongoing usage of our index products and data requests.
• Be the index subject matter expert and point of contact for all internal stakeholders - including Research, Marketing, Sales, Legal & Compliance, Product Design & Engineering.
• Partner with Marketing to design and launch targeted campaigns, identify and participate in industry events, lead workshops and seminars within the client community.
• Partner with Legal and Compliance teams to ensure product and commercial policy contracts and materials align with index best practices and regulatory environment.
• Partner with Data Sales teams to ensure commercial policy contracts and materials align and collaborate with our overall Data strategy.

• 10+ years of experience in index research and development, or similar capacity, with proven success in a client facing role
• Bachelor's degree in Finance, Business Administration, or Economics. Advanced degree preferred
• Deep and working knowledge of index investing and competitive landscape with prior experience as an index/investment strategist

• Competitive salary range of $240,000 - $250,000 + bonus & equity
• Opportunity to be a subject matter expert in index research and development
• Collaboration with various internal stakeholders including Research, Marketing, Sales, Legal & Compliance, Product Design & Engineering
• Design and launch targeted campaigns
• Participation in industry events, workshops, and seminars within the client community
• Alignment of product and commercial policy contracts with index best practices and regulatory environment
• Collaboration with Data Sales teams to align with overall Data strategy
• 10+ years of experience in index research and development
• Bachelor's degree in Finance, Business Administration, or Economics (advanced degree preferred)
• Deep knowledge of index investing and competitive landscape
• Experience in developing commercial pricing and policies for financial market data products
• Familiarity with private markets is a plus
• Excellent communication skills and interpersonal skills
• Annual bonus and other factors may affect final offer
• Mandatory COVID-19 Vaccination Policy with exceptions for medical contraindication or religious beliefs
• Equal opportunity employer valuing diversity